Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $7,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,164 | $95,438-69.4% | $135,982-78.6% | $74,473-60.8% |
| Participation rate | 93.1% | 78.2%+14.9pp | 81.9%+11.2pp | 70.7%+22.4pp |
| Annual return | 16.00% | 32.61%-16.6pp | 68.32%-52.3pp | 34.36%-18.4pp |
| Employer contribution / active EE | $3,082 | $3,878-20.5% | $4,859-36.6% | $2,638+16.8% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $17 | $259-93.6% | $10,767-99.8% | $347-95.2% |